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Kelleher Financial Advisors’s Citizens Financial Group CFG Stock Holding History

Kelleher Financial Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49K Buy
700
+350
+100% +$22.6K 0.01% 446
2026
Q1 		$21K Hold
350
– – 0.01% 468
2025
Q4 		$20.4K Hold
350
– – ﹤0.01% 510
2025
Q3 		$18.6K Buy
+350
New +$17.4K ﹤0.01% 443

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kelleher Financial Advisors's CFG Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Citizens Financial Group (CFG) stake by 100% in Q2 2026, buying an estimated $22.6K and bringing the position to 700 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #446.

Kelleher Financial Advisors first reported a position in CFG in Q3 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Kelleher Financial Advisors held 700 shares of Citizens Financial Group worth $49K as of Q2 2026.
  • Kelleher Financial Advisors bought 350 Citizens Financial Group shares in Q2 2026, an estimated $22.6K.
  • Citizens Financial Group made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #446 holding.
  • Kelleher Financial Advisors first reported a position in Citizens Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.